Ana María Jaramillo Giraldo

Ana María Jaramillo Giraldo

Assistant Manager | Orchestrating Success

Followers of Ana María Jaramillo Giraldo339 followers
location of Ana María Jaramillo GiraldoCali, Valle del Cauca, Colombia

Connect with Ana María Jaramillo Giraldo to Send Message

Connect

Connect with Ana María Jaramillo Giraldo to Send Message

Connect
  • Timeline

  • About me

    Account executive | Customer Retention Specialist | CSM | enthusiast for data management

  • Education

    • Infolaft

      2024 - 2034
      Oficial de Cumplimiento SAGRILAFT Compliance
    • Google

      2024 - 2024
      Analista de datos Data Processing
    • UIAF Colombia

      2024 - 2024
      Sistema Antilavado de Activos, contra el ALA/CFT/CFP Sistema Antilavado de Activos, contra el ALA/CFT/CFP
    • Escuela de Administración y Mercadotecnia del Quindio - EAM

      2009 - 2012
      Profesional en Administración de Empresas
    • Politécnico Grancolombiano

      2016 - 2017
      Diplomado de idoneidad profesional para la intermediación de seguros Insurance
    • Universidad Escuela de Administración y Finanzas y Tecnologías

      2015 - 2016
      Especialista en Finanzas Finanzas, general
    • Universidad del Valle (CO)

      2006 - 2007
    • UCAM Universidad Católica San Antonio de Murcia

      2022 - 2023
      Máster en Seguros y Risk Management Insurance
    • ACTER

      2021 - 2021
      Acreditación de idoneidad profesional en la intermediación de seguros - circular 050 Insurance
  • Experience

    • Difresh

      Oct 2008 - Oct 2009
      Assistant Manager | Orchestrating Success

      As an Assistant Manager, my mission is to support executive leadership and ensure seamless operations. My experience includes:Key Achievements:- Efficient Control: Managed the flow of fax and correspondence, ensuring information reached the right hands.- Strategic Inventory Management: Maintained precise inventory levels, optimizing resources and minimizing losses.- Agenda Organization: Assisted in organizing the General Manager’s agenda, ensuring productive and timely meetings.- Sales Reports: Generated detailed reports to inform decision-making.- Organized Files: Maintained orderly company documents, facilitating retrieval.- Effective Communication: Coordinated internal messaging and professionally assisted clients.- Asset Management: Conducted fixed asset inventories, ensuring accurate records.- Written Communication: Crafted memos and letters with precision and clarity.Key Skills:- Organization: My focus is on efficiency and structure.- Effective Communication: I convey information clearly and concisely.- Empathy: I interact with clients kindly and attentively.- Data Analysis: I evaluate information to make informed decisions.- Collaboration: I work as part of a team to achieve common goals. Show less

    • La Occidental Ltda

      Oct 2012 - May 2013
      Customer Service and Marketing Assistant | Creating Memorable Experiences

      As a Customer Service and Marketing Assistant, my passion lies in forging meaningful connections with our clients and contributing to the success of our marketing strategies. Here’s what I bring to the table:- Personalized Experiences: I take care of every client interaction, exceeding expectations and building strong relationships.- Impactful Communication: Whether through calls, emails, or social media, I convey information clearly and concisely.- Strategic Analysis: I evaluate key data to make informed decisions and optimize our campaigns.- Marketing Creativity: I design engaging content for our social media and website.- Event Management: I assist in organizing events and product launches.- Rigorous Follow-Up: I keep precise track of deadlines and tasks.Highlighted Skills:- Empathy and Active Listening: I understand our clients’ needs and offer tailored solutions.- Creativity: I’m always seeking new ways to surprise and captivate our audience. - Effective Communication: I deliver our message memorably.- Collaboration: I work as part of a team with passion and energy.- Strategic Negotiation: I seek mutually beneficial agreements. Show less

    • FS Seguros - Fonseca Sanclemente

      May 2013 - Feb 2016
      Administrative Assistant | FONANCIERA SAS and FONSECA SANCLEMENTE S.A.

      As an Administrative Assistant, I have played a strategic role within the insurance team at FONANCIERA SAS and FONSECA SANCLEMENTE S.A. My mission is to ensure operational excellence and customer satisfaction at all times.FONANCIERA SAS Responsibilities:- Financing Letters Preparation: I draft financing letters and dispatch the document package to clients, including promissory notes, instruction letters, revocation letters, and mandate forms.- Promissory Note Management: I handle the printing and organization of promissory notes, obtain necessary signatures, and ensure timely dispatch to clients.- Daily Cash Receipt Printing: I generate and print daily cash receipts.- Documentation Reporting: I provide reports on financing documentation, specifically promissory notes.- Accounting Support: I attach relevant accounting documents to daily expenses.- Recording Financial Transactions: I register accounting entries for cash receipts, expenses, inter-account transfers, electronic payments, and more.- Reconciliation Verification: I compare bank statements with accounting records to ensure accuracy.- Physical Document Dispatch: I send accounting documents to the external firm Asesoría Empresarial.- General Archiving: I manage general filing and archiving.FONSECA SANCLEMENTE S.A. Responsibilities:- Portfolio Management: I handle general portfolio management tasks.- Administrative Department Archiving: I organize and maintain administrative department files.- Minutes of Meetings: I print minutes of assembly and board meetings.SARLAFT (Anti-Money Laundering and Terrorism Financing System) Responsibilities:- SARLAFT Submission: I send SARLAFT reports to insurers.- Digitalization: I digitize SARLAFT documents using software.Commercial Responsibilities:- Product Launch and Marketing: I launch and market the LARES capitalization product for condominiums.- Other Administrative Support: I assist with additional tasks assigned by the Administrative Director. Show less

    • Willis Towers Watson

      Feb 2016 - Apr 2023
      Account and Sales Executive | Comfandi

      As an Account and Sales Executive, I have played a strategic role within Comfandi’s Family Compensation Fund insurance team. My mission is to ensure operational excellence and customer satisfaction at all times.Key Responsibilities:- Portfolio Management: I review and manage accounts for insurance companies, ensuring efficient and accurate processes.- Operational Support: I perform data maintenance and entry in the SAP platform, safeguarding data integrity.- Reconciliation and Regulatory Compliance: I assist in the transition to NIFF accounts and monitor policy expiration for our clients.- Claims Tracking: I rigorously monitor the status of claims, ensuring timely responses.- Collaboration and Growth: I work closely with Comfandi’s insurance analyst and provide external account support as needed.Highlighted Skills:- Customer Service: My focus is on exceeding expectations and building strong relationships.- Financial Analysis: I evaluate financial data to make informed decisions.- Effective Communication: I convey information clearly and concisely.- Social Skills: I interact with empathy and professionalism.- Negotiation and Growth: I seek opportunities to expand our portfolio and strengthen our market position. Show less

    • Viappiani Printing S.R.L

      Apr 2023 - Feb 2024
      Account and Sales Executive | Commercial Relations Specialist

      As an Account and Sales Executive, my focus is on cultivating strong client relationships and maximizing value for the company. My track record includes:Key Responsibilities:- Personalized Attention: I provide exceptional service, addressing client needs and ensuring continuous satisfaction.- Market Expansion: I identify growth opportunities and expand our presence in new segments.- Rigorous Tracking: I maintain precise control over the client portfolio, ensuring seamless operations.- Request Management: Efficient processing of inclusion and cross-selling requests.Highlighted Skills:- Customer Service: My passion lies in exceeding expectations and building lasting relationships.- Financial Analysis: I evaluate key data to make informed decisions.- Effective Communication: I convey information clearly and concisely.- Social Skills: I interact with empathy and professionalism.- Strategic Negotiation: I seek mutually beneficial agreements. Show less

    • Facunda Artesanal

      Feb 2024 - now
      CEO
  • Licenses & Certifications